Tae Joseph
Spencer,OK
Summary
Dynamic Customer Service and Administrative Professional with over 20 years of experience delivering exceptional client support and building strong relationships. Adept at solving complex problems, managing client information with CRM systems, and providing tailored solutions in the insurance and travel industries. Proven track record in increasing customer satisfaction, streamlining administrative processes, and driving results in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Owner & Virtual Administrative Specialist
Independent Business Owner
02.2024 - Current
- Provide comprehensive administrative support to clients in various industries, including scheduling, communications, and project management
- Efficiently utilize CRM systems to manage client information and tasks, ensuring timely and accurate completion of deliverables
- Improve client satisfaction by ensuring smooth operations and managing competing priorities
Financial Solutions Consultant / Insurance Advisor
SFG
06.2023 - Current
- Conduct in-depth assessments of clients' financial situations to provide tailored insurance and financial planning solutions
- Maintain up-to-date knowledge of insurance products, staying ahead of industry trends and regulations
- Build and maintain client relationships through excellent service, leading to increased client retention
Travel Specialist
Costco Travel
03.2022 - 02.2024
- Assisted Costco members with domestic and international travel reservations, ensuring smooth booking and satisfaction
- Resolved complex travel inquiries and provided detailed, accurate information to ensure a seamless customer experience
- Achieved 97% customer satisfaction rate, contributing to overall team performance goals
Remote Online Notary
Independent Business Owner
05.2021 - 02.2022
- Verified client identities and notarized electronic documents, ensuring compliance with legal standards
- Maintained meticulous records of notarizations and client interactions for future reference and legal integrity
Education
AAS - Business Administration
Butler Community College
Andover, KS01.2017
High School Diploma -
Southeast High School
Oklahoma City, OK01.1997
Skills
- Persuasive Sales
- Customer Complaint Resolution
- Active Listening Skills
- Professional Telephone Demeanor
- CRM Systems
- Documentation & Record-Keeping
- Billing & Policy Management
- Remote Work Proficiency
- Insurance Processing (P&C, Life, Health, Accident)
- Travel Booking & Problem Resolution
- Financial Planning Support
Additional Information
Authorized to work in the US for any employer., Professional references available upon request.
Keyskills
Persuasive Sales, Customer Complaint Resolution, Active Listening Skills, Professional Telephone Demeanor, CRM Systems, Documentation & Record-Keeping, Billing & Policy Management, Remote Work Proficiency, Insurance Processing (P&C, Life, Health, Accident), Travel Booking & Problem Resolution, Financial Planning Support
Timeline
Owner & Virtual Administrative Specialist
Independent Business Owner
02.2024 - Current
Financial Solutions Consultant / Insurance Advisor
SFG
06.2023 - Current
Travel Specialist
Costco Travel
03.2022 - 02.2024
Remote Online Notary
Independent Business Owner
05.2021 - 02.2022
AAS - Business Administration
Butler Community College
High School Diploma -
Southeast High School
Certification
P&C, Life, Health and Accident
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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